Personal Income Tax Return Questionnaire

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1 Personal Income Tax Return Questionnaire INCOME SUMMARY 1. Preparing tax return for the first time. 2. Income 3. Eligible Termination Payments 4. Australian Annuity or Superannuation Pension 5. Allowances, benefits or other income 6. Interest 7. Income from a trust or partnership 8. Income from business 9. Foreign income 10. Capital Gains / Losses 11. Rental income 12. Dividends 13. Bonuses from Life Assurance or Friendly Society Bonds DEDUCTION SUMMARY 14. Motor vehicle expenses 15. Travel expenses 16. Self education 17. Work related clothing 18. Other work related expenses 19. Film Industry 20. Personal superannuation contributions 21. Dividend and interest deductions Personal ITR Questionnaire (TLA Version).doc Page 1

2 22. Donations or gifts 23. Managing your tax affairs 24. Rebates / Offsets 25. Spouse 26. Child Housekeeper 27. Zone 28. Superannuation on behalf of spouse 29. Net medical expenses 30. Medicare levy exemption 31. Private health insurance 32. Baby bonus eligibility 33. Family tax benefit 34. Higher Education Contribution Scheme and other 35. The Top Forgotten Deductions. Personal ITR Questionnaire (TLA Version).doc Page 2

3 Personal Tax Return Questionnaire To assist us in preparing your income tax return, would you please use this questionnaire as a checklist when you compile your information. With respect to your income, please keep in mind that the Australian Taxation Office has the ability to check your return income against independent sources. In particular, this applies to PAYG Payment Summary income, interest received and dividends. For deductions, keep in mind that self-assessment applies. In the event of a Tax Office audit you will need to be able to substantiate the deductions claimed. Finally, if you have sold any assets during the year please provide full details so we can determine whether Capital Gains Tax may apply to the transaction. For the front cover of the return Full name: Home address: Your occupation: Date of birth: Spouse s name: Spouse s date of birth: Do you wish to use electronic funds transfer? Yes No If yes, we will then require the following information: Bank and Branch: Account name: BSB number: Account number: Please provide your spouse s tax file number and taxable income if we do not prepare his or her income tax return: Spouse s Tax File No.: Spouse s Taxable Income: Tax refunds and payments can be made via electronic funds transfer. It should be noted that this electronic funds transfer authority can be cancelled for future payments of tax. Personal ITR Questionnaire (TLA Version).doc Page 3

4 1.0 If we are preparing your return for the first time please provide Yes No 1.1 Copy of your last tax return, taxation assessment and PAYG instalment notices 1.2 Copies of any other correspondence with the Tax Office such as Objections, Penalties, Statement of Account, Garnishee Notice, Final Notice to Lodge 2.0 Income Yes No 2.1 PAYG Payment Summary from employment 2.1 PAYG Payment Summary detailing Government allowances and/or pensions 2.2 Have you been employed during the year and not received a PAYG Payment Summary? If Yes please attach details of each employer s name, address, telephone number(s), address where work completed if different to address of the employer, period(s) of employment, Gross Earnings, Allowances, PAYG withheld and Reportable Fringe Benefits amount. 3.0 Eligible Termination Payments Yes No 3.1 ETP Payment Summary Statements 4.0 Australian Annuity or Superannuation Pension Yes No 4.1 Have you received any income from an Australian Annuity or Superannuation Pension? If Yes, please provide the following information: PAYG Payment Summary statement Details of your un-deducted purchase price, if any 5.0 Allowances, Benefits and Other Salary and Wages income Yes No 5.1 Have you received any allowances, benefits and other salary not on your PAYG Payment Summary? If Yes, please provide any statements, letters or other documentation relating to the allowance, benefit or other income. 6.0 Interest Yes No 6.1 Have you received or been credited with interest from any source within Australia? If Yes, please attach the following information: Name of bank or financial institution that paid you the interest The branch/address where the account is held The account number Details of any TFN tax deducted from your interest Details of interest paid or credited to the above accounts Name of the account (i.e. held in your name only or joint names). Note: TFN tax is deducted from your interest when your tax file number has not been provided to your financial institution. Personal ITR Questionnaire (TLA Version).doc Page 4

5 7.0 Income from a Trust or Partnership Yes No 7.1 Have you received or are you entitled to receive a distribution of income or loss from a trust or partnership? If Yes, please provide the following information: Statements detailing income distributed from the partnership or trust Any deductions you can claim against this income Imputation Credits, TFN tax credits Tax file number of the partnership or trust. If it is a public trust (e.g. Bankers Trust) no TFN is needed Details of tax free, tax deferred or non taxable distributions from trusts 8.0 Income from Business Yes No 8.1 Have you entered into any Voluntary Withholding Agreements? If Yes, then please provide Payment Summary. 8.2 Provide details of income and expenditure related to your business activity. 9.0 Foreign Income Yes No 9.1 Do you receive income from a foreign pension or annuity? If Yes, please provide details of the income received (in Australian dollars, if known) 9.2 Have you received any income resulting from foreign employment (salary, wages, commission, bonus)? If Yes, please provide pay slips or foreign tax assessments and the period you were employed in the foreign country. 9.3 Have you received or been credited (reinvested) with any of the following type of income: Interest Royalties, dividends or rent Any other foreign income Money from the sale of foreign assets (Such as property or shares) Note: If you have received money from the sale of foreign assets please provide information as detailed under 10.0 Capital Gains/Losses section. If Yes to 9.3.4, please provide the following information: Details of the income and related expenditure Details of any tax credits paid on the foreign income Is this income banked to a foreign bank account? Is this income remitted back to you in Australia? Personal ITR Questionnaire (TLA Version).doc Page 5

6 10.0 Capital Gains/Losses Yes No 10.1 Have you sold or disposed of any assets? Note: The description of asset above is very broad and is not limited to the following: Shares, options, futures, units Property Currency of a foreign country Artwork, jewellery, rare manuscripts or books, stamps, coins, medallions, antiques Other personal assets that have been sold for more than $10, Equipment or plant owned personally Goodwill on the sale of a business (share in company, partnership interest etc) Note: Motor vehicles are exempt from CGT, but may be subject to a balancing adjustment, so the information below will still be required If you have sold or disposed of any of the assets above please provide the following information for each: Identify the asset Date of purchase (date the contract was signed) Cost of purchase (Purchase price, legals, stamp duty etc) Details of any additions to that investment (Additional costs incurred) Date of Sale (date the contract was signed) Sale details (include costs of sale, legals, advertising etc) Note: Capital gains tax records must be kept for a period of 5 years from the date of disposal of the asset Rental Income Yes No 11.1 Have you received rental income or made your property available for rental? If Yes, please provide the following information for each rental property: Rent received during the year, including rental received and held by your agent at 30 June For first year claims cost of purchase/construction of property, date when purchased/constructed Details of interest paid on money borrowed to purchase the property Details of all other expenses relating to your rental property Note: The following expenses are generally deductible: advertising for tenants, agent s commission & letting fees, rates, repairs and maintenance, insurance, body corporate fees, borrowing expenses, depreciation of furniture and fittings, travelling to inspect the property. Personal ITR Questionnaire (TLA Version).doc Page 6

7 12.0 Dividends Yes No 12.1 Have you received or been credited (reinvested) with any dividends from companies in Australia? If Yes, please provide dividend advice slips received during the financial year Bonuses from Life Assurance or Friendly Society Bonds Yes No 13.1 Have you received a bonus or surrendered, terminated or forfeited a life assurance or friendly society bond? Deductions If Yes, please provide details of your policy and/or the bonus advice Motor Vehicle Expenses Yes No 14.1 Do you have any motor vehicle expenses relating to your work? 14.2 Do you have a current logbook (i.e. kept for 12 continuous weeks during the past four years)? If Yes, please provide the business percentage ascertained from your 12 week logbook Have you travelled greater than 5,000 business kilometres this financial year? If No, please provide the number of business kilometres travelled. Note: Business kilometres are kilometres travelled in relation to earning income but excludes travel between home and work even if the trip is made more than once a day. Picking up the mail on the way to work or home cannot be included. The exception to this home to work rule is if your vehicle is required to carry bulky tools or equipment or your home is your base of employment. Please contact us to discuss if you have any queries regarding this claim Total expenses for fuel and oil, interest, leasing, registration, insurance, repairs and maintenance 14.5 To make a claim for vehicle depreciation we will require: Date the motor vehicle was purchased Description of the motor vehicle, including engine capacity (e.g. 2 Litre) Details of purchase costs and additional items Note: Please contact us if you would like to know more about making a claim for motor vehicle expenses Travel Expenses Yes No 15.1 Do you undertake travel in relation to your employment? 15.2 Did you receive a travel allowance and are your claims limited to the reasonable allowance amount? If Yes to 15.2 and you had overseas travel for 6 or more nights did you maintain a diary of your travel activities? Personal ITR Questionnaire (TLA Version).doc Page 7

8 If No to , have you maintained written evidence of all travel costs claimed? If No to , did you maintain a diary of your travel activities where domestic or overseas travel was for 6 or more nights in a row? Note: The following details are required to be kept: nature of the activity, the date and approximate time when the activity began and how long it lasted, and where the activity took place. If a detailed itinerary was provided this provides an adequate travel diary 15.3 Please provide the following details in relation to your travel: Have you provided costs associated with the travel (air fares, transport, accommodation)? (Please provide us with the receipts) Have you provided details of any person(s) who accompanied you? Purpose of the travel 16.0 Self Education Expenses Yes No 16.1 Did you complete any self-education courses? If Yes, will this course help you into a new field or help you to obtain a new type of job? Note: If you answered Yes to , you cannot claim for selfeducation expenses. Please go to Question Will this course help you to obtain a formal qualification? 16.3 Is there a direct connection between your self-education and your current work activities? If you answered Yes to 16.2 and 16.3, the expenses that may be claimed include textbooks, stationery, student union fees, travel and depreciation (for example, computer, home office furniture). Also provide details of travel expenses from university to home. Note : Payment of HECS, Open Learning fees, or AUSTUDY loan repayments are not tax deductions Work Related Clothing Yes No A claim can be made for the cost of buying, renting, repairing or cleaning the following types of clothing 17.1 Does your clothing make it easy for the public to recognise your profession? If Yes, please provide details of your purchases of Occupation Specific clothing Does your clothing protect you from potential injury (e.g. safety boots, gloves)? If Yes, please provide details of your purchases of Protective Clothing Do you wear a work uniform? If Yes, is the policy that wearing the uniform is compulsory while at work? 17.4 Is your work uniform distinctive to your organisation? Personal ITR Questionnaire (TLA Version).doc Page 8

9 17.5 Are shoes, socks and/or stockings an essential part of this uniform? If Yes to 17.5, please provide details of your purchases Do you wear a non-compulsory work uniform? If Yes, has your employer registered the design? Note: Shoes, stockings and socks cannot be claimed for a noncompulsory work uniform Laundry Expenses If you answered Yes to any of the questions in section 17.0 above, you may be able to claim the cost of laundering your clothes (e.g. washing, drying and ironing work clothes). Note: The reasonable basis to determine laundry expenses is $1 per load of washing including drying & ironing. If your total laundering expense claim exceeds $150 and the claim for your other work expenses exceeds $300 then you will need to provide written evidence (receipts) of your claim Does the nature of your employment require you to work in an environment that exposes you to sun and ultra violet radiation? (Sun Protection Products) If Yes, you may be able to claim the costs of sunscreen lotions, hats and sunglasses. Please provide details of expenses incurred. If you have not kept receipts you can make a reasonable estimate of up to $ Other Work Related Expenses Yes No 18.1 Union Fees If not already detailed on your PAYG Payment Summary 18.2 Purchasing, insuring and repairing equipment used for work related purposes. Depreciation may be claimed on purchased equipment Overtime Meals Only if you received an overtime meal allowance 18.4 Sickness and Accident/Income Protection Insurance premiums 18.5 Telephone expenses Work related telephone calls 18.6 Computers and computer software 18.7 Books, journals and professional libraries 18.9 Seminars, conferences and other training Home office expenses Heating, cooling, lighting, leasing, repairs, depreciation, percentage of use for income producing activities. Note that a diary of usage should be kept for a minimum of 4 weeks each year for substantiation requirements Subscriptions Formal education provided by professional organisation 19.0 Film Industry Yes No 19.1 Have you invested any money in the Australian film industry? If Yes, please provide details of this investment. Personal ITR Questionnaire (TLA Version).doc Page 9

10 20.0 Personal Superannuation Contributions Yes No 20.1 Have you made personal super contributions to a complying superannuation fund? If Yes, please answer the following: Were you fully self-employed during the financial year? Were you partly self-employed? Were you partly self-employed and worked for an employer who provided no super cover? The total of personal super contributions made for the year The full name of the funds contributed to and their respective policy numbers Copy of the s82aat notice from your superannuation fund acknowledging your intention to claim a tax deduction 21.0 Dividend and Interest Deductions Yes No 21.1 Have you received any dividends or interest? Expenses incurred can be claimed against that income. The following expenses would include but are not limited to the following: Financial Institutions Duty (FID) Account keeping fees Management fees Interest charged on money borrowed to purchase the shares or units 22.0 Donations or Gifts Yes No 22.1 Have you made any gifts or donations? If Yes, please provide details of types, dollar amounts and recipients. Note: You cannot claim a deduction for a donation if you receive something (e.g. pins, flowers, attendance to a function) or have the potential to receive something (e.g. winning a prize) in return for your gift or donation Managing your Tax Affairs Yes No 23.1 Expenses relating to preparing and lodging your tax return 23.2 Advice from a registered tax agent 23.3 Costs of travel in obtaining tax advice 23.4 Interest paid to the Australian Taxation Office for late payment of income tax 23.5 Advice relating to managing your legal obligation relating to another person s tax affairs Personal ITR Questionnaire (TLA Version).doc Page 10

11 24.0 Rebates/Offsets Yes No Your answers to the following questions will help us determine if you are eligible for any rebates/offsets Are you eligible for Senior Tax Offset? 24.2 Have you received any Family Tax Benefit during the financial year? 24.3 Please provide details of the amount and type of the Centrelink payments received during the financial year. (Payments received from Centrelink affect the rebates you can claim in your tax return.) 25.0 Spouse Yes No 25.1 Do you have a spouse (married or de facto)? 25.2 Has your spouse received the Basic Parenting allowance or additional parenting allowance? 25.3 If Yes, please enclose the Centrelink group certificate received by your spouse Child Housekeeper Yes No 26.1 Has your child, adopted child or step-child kept house for you on a fulltime basis? (You cannot claim a rebate here for any period you lived with a spouse.) 27.0 Zone Yes No 27.1 Have you lived in a remote or isolated area of Australia (e.g. North QLD)? 28.0 Superannuation Contributions on Behalf of your Spouse Yes No 28.1 Have you contributed any superannuation on behalf of your spouse? 29.0 Net Medical Expenses Yes No Medical expenses paid by you for yourself, your spouse, child under 21, child housekeeper or invalid relative, dependant student under 25, can be claimed by you as a rebate. Medical Expenses include: 29.1 Medical expenses paid whilst travelling overseas 29.2 Expenses paid to legally qualified doctor, chemists, public or private hospitals 29.3 Dentists, orthodontists, opticians and optometrists 29.4 Medical aids prescribed 29.5 Do not claim contributions to a private health fund 29.6 Do not claim travel or accommodation expenses in relation to medical treatment 29.7 Deduct from medical expenses refunds received from Medicare and health funds 29.8 If the medical expenses above less all Medicare and private health fund refunds is greater than $1,250 please advise so that a medical expenses rebate of 20 cents for every $1 over $1,250 can be claimed. If this is the case, confirm you have provided us with a Tax Statement from your private health fund and Medicare showing net expenses paid. Personal ITR Questionnaire (TLA Version).doc Page 11

12 30.0 Medicare Levy Exemption Yes No 30.1 Are you exempt from paying the Medicare Levy? 31.0 Private Health Insurance Yes No 31.1 Were you a member of a private health fund? If Yes, please provide the name of the fund, type of cover, membership number and provide a copy of the Rebate Entitlement Notice provided by the health fund Baby Bonus Eligibility Yes No To be eligible for the baby bonus, you need to be able to answer Yes to all conditions below You had a baby or became legally responsible for a child (e.g. through adoption) after 30 June You were an Australian resident at the time 32.3 You did not have legal responsibility for the child before 1 July If you adopted the child, on the day you gained legal responsibility of the child no other person had legal responsibility 32.5 If the child is adopted: Was the child under 5 during the claim year end, at that time: You had legal responsibility for and care of the eligible child, and You were an Australian resident 32.6 Do you or your spouse have children from another relationship who were born after 30 June 2001? 32.7 If Yes, does your spouse have legal responsibility for and care of your child, and are they also eligible to claim the baby bonus for another child? 33.0 Family Tax Benefit To assist us with making a full claim for family tax benefit, please provide the following information for each dependent child: Name Date of Birth Taxable Income Full Time Student? Yes No 1. $ 2. $ 3. $ 4. $ 5. $ 6. $ 7. $ Personal ITR Questionnaire (TLA Version).doc Page 12

13 33.1 Did you have full-time care of all of your dependants for the full year? 33.2 Have you elected to receive Family Tax Benefits through your income tax return? 33.3 Have you provided details of your spouse s taxable income if we do not prepare his/her tax return? Yes No 34.0 Higher Education Contribution Scheme and other Yes No 34.1 Do you have a HECS debt? If Yes, please provide a copy of your HECS statement Have you stopped full time education during this financial year? 34.3 Have you become or ceased to be a resident of Australia during this financial year? If Yes, what date did you become or cease to be a resident of Australia? 35.0 The Top Forgotten Deductions Consider: Yes No 35.1 Depreciation of income producing buildings 35.2 Depreciation of fittings for rental properties 35.3 Income protection insurance 35.4 Business diary 35.5 Parking fees and tolls 35.6 Batteries for calculators or electronic organisers 35.7 Borrowing costs for negative gearing 35.8 Travel between work and study place 35.9 Travel to investment seminars for investors Please note below any items that may require further information or explanation. We also value your feedback. Please provide comments below. END OF DOCUMENT Personal ITR Questionnaire (TLA Version).doc Page 13

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